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The Guided Small Business Planner™

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Build the business you want without guessing if you are on the right path.

The Guided Small Business Planner™ is a workbook guide with step-by-step instructions for building a strong business foundation. It's your go-to instruction manual with clear instructions for creating a sustainable business. It's not a calendar. It's a guided workbook.

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You will learn how to effectively reach your dream customers, price to make a profit, and set sales goals that reflect the business and life you want. It's not just another vague how-to — it's your trusted companion, guiding you through each stage of the process of building your business. 

It's like having your business coach in a beautiful, spiral-bound planner.

Chapters are:
1) You As Owner   we start with a focus on you as the individual business owner and leader of your company! 

2) Customers — get to know your customers and create customer personas based on their likes, dislikes, what makes them buy, and why. 

3) Competitors — build an understanding of your competitors, describe how you fit into the marketplace. Calculate your market share. 

4) Fundamentals — use a checklist and guide to make sure that you have your business name, and legal structure, and understand tax implications.

5) Vision & Mission — craft a vision, mission, and company values that resonate with your brand, your personal values, and your customers.

6) Branding  — design a brand that speaks to your customers.

7) Marketing  — map out your marketing plan with specific touchpoints for each customer persona.

8) Physical & Digital Presence  — plan out exactly how your customers will interact with and experience your company.

9) Money  — estimate costs, price your product or service, set sales goals, and calculate the exact number of customers you need.

10) Operations  — bring your business to life by outlining your day-to-day, month-to-month, and year-to-year operations.

11) What's Next  — keep up the momentum and use the handy to-do list to stay on-task and focused.

Every purchase receives free access to the Resources Library — this digital library includes in-depth explanations to further explain more complex processes, extra worksheets, spreadsheet templates for calculating sales goals, and more!

Product Details: 

  • Measures 7.75" x 10.25"
  • 248 pages with 11 chapters
  • Printed on high-quality 120 gsm paper
  • Gold coil +  gold corner protectors
  • Pocket included on inside front cover and back cover and holds executive summary stickers. 
  • The back cover encloses the Executive Summary Poster that measures 18" x 24"
  • 3" x 3"  and 1.5" x 2" sticky notes to be used with Executive Summary Poster 

All for less than the cost of one hour of coaching!

Customer Reviews

Based on 9 reviews
L M.
Bible for Beginning a Small Business

Like the Bible, my Initial response to the Guide was intimidating as it is beautifully bounded and structured. I just wanted to put it out for display. However, once I began to follow the plans & suggestions, Its usefulness became apparent. I love the categories & tabs…..definitely a great reference tool; highly recommend.

Melinda W.
LOVE the quality

Absolutely amazing product. The quality is A++. I highly recommend.

Melinda W.
Im so excited to dive in!

I received my package in the mail today! Packaging is stellar and I love the post-it notes (I'm definitely a post-it note kinda of gal). I am so excited to dive in to this and share this resource with my counterparts who are also looking to start and grow their business. I can't imagine how I have been getting along this far without such an amazing organizational tool. Highly recommend.

Dave G.
A Complete System

I had owned my own company for 25 years. In that time, I have been hit with almost every form of book, system, advisor, counselor, coach, or consultant there is… Flourish in Growth is brilliant!
I wish I had this when I first started my business, you could have saved me a few years.

1. I love the attention to detail in its package. We tell people to dress for the position you want; this feels very similar. There is a reverence to the materials that matches the book’s purpose.
2. Despite the way we teach it, business planning is not a linear process. This makes it easy to jot a note or drop a post-it on another section (love the tabs).
3. They exercises are on point.
4. Bravo on the ‘write or draw’ take on filling out the work (I am a white board junkie).
5. I think that if someone puts the time into diligently completing the assignments they can gain a very clear picture of their potential success… which is the whole point.

Robert A.
Very Impressive

First, I feel I should acknowledge that when I came across this book while on LinkedIn, I wasn’t sure if it would be a good fit as it seemed to be marketed to women entrepreneurs, however I know Cherith by working with her while doing some research at the small business center at Wake Tech. Cherith was very helpful to me then and so I felt her book would help me as well. I started my business a year and a half ago with little to no planning, only a “window of opportunity” and although I am bootstrapping this as a “side gig” because I still have a full time job, I know that in order for me grow and push beyond the “owning a job” stage, I need a business plan. I am confident this book will provide the guidance and motivation to complete my business plan. Cherith did a wonderful job on this book, from the impressive packaging to the robust construction and quality of the materials and the thoughtful design. I just recently received the book and I am just starting this journey, however I am excited to get started.
I highly recommend getting this book if your serious about growing your business.

Thank you for this lovely feedback! We are thrilled that you took the chance on it and that you will use it to grow your business. Keep up the good work!